Creating a cover page template

When you create a cover page template, you define the template name, description, availability settings, and upload a Microsoft Word document (.docx) file that contains your template design with dynamic variables. The available configuration options depend on your user role.

1. From the Cover page templates screen, click the Create cover page button in the top right corner.
   → The Create cover page window opens.

2. In the General section, complete the template information:

3. Template name: Enter a descriptive name for the cover page template (e.g., "Cover page for Customer XXX").

4. Template description: Enter a detailed description of when and how this template should be used (e.g., "Use this cover page whenever sending faxes to Customer XXX.").

5. Configure template availability. Your role determins where a template is available:

   • Leave Set as global enabled to make the template available to all faxboxes in the tenant (if you are a tenant administrator) or to all of your faxboxes (if you are a faxbox owner).

   • Turn off Set as global to limit the template to specific faxboxes.

6. In the Assign to a faxbox section, specify the faxboxes where you want to use the template.

Assigning templates to faxboxes

How a template is made available depends on whether Set as global is enabled and whether you assign faxboxes to the template.

Set as global enabled

• You can assign the template to multiple faxboxes.

• If you list faxboxes in the assignment field, users can immediately see and use the template when they send or forward faxes from those faxboxes.

• If you leave the assignment field empty, users do not see the template by default. To make it available, enable the template in the settings of each relevant faxbox. This can be done by:

  • an administrator (for all faxboxes), or

  • a faxbox owner (for their assigned faxboxes).

Set as global disabled

• You must assign the template to a faxbox. The assignment field is required.

• You can assign the template to one faxbox only.

• The template is automatically available to users of the selected faxbox.

4. In the Cover page content section, upload your template file:

   • Click the Upload a file button.

   • Navigate to your .docx template file (maximum file size is 2 MB).

   • Select the file and click Open.
     → The uploaded file appears in the Cover page content section.
     → Additionally, the Test cover page button is displayed.

5. Click the Test cover page button to preview how the template will appear with sample data. This allows you to verify formatting and variable placement before saving.

6. Click the Save cover page button to create the template.
   → The template is saved.